As founder and managing partner of Mosaic Fi, Jenifer’s vision includes providing individual clients with smart, straightforward, personalized planning and investment management with a focus on keeping costs to a minimum. Jenifer leads all investment, planning and operations for the firm. Her background includes
-7 years of Financial Planning and Investment Management at Mosaic Fi
-8 years of Portfolio Construction and Financial Management for ultra high net worth family offices
-14 years of Fixed Income Portfolio Management at Northern Trust, Brinson Partners
-CFA (Chartered Financial Analyst)
-MBA, Finance and Economics, University of Chicago, Booth School of Business
-BS, Business Administration, University of Arizona
-Jenifer is an active member and committee participant of the Chicago Financial Exchange and the CFA Society of Chicago. She is often a guest speaker and panelist for the Chicago Booth Women’s Network.
She is the proud single mother of three daughters and is a strong advocate for empowering women in all aspects of their financial lives.
Invited by: Laura Sage
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Day | Followers | Gain | % Gain |
---|---|---|---|
October 23, 2023 | 24 | 0 | 0.0% |
October 27, 2022 | 24 | +2 | +9.1% |
March 27, 2022 | 22 | +1 | +4.8% |
December 22, 2021 | 21 | +1 | +5.0% |
October 06, 2021 | 20 | +2 | +11.2% |
August 24, 2021 | 18 | +3 | +20.0% |